View ValuationShanghai Baosight SoftwareLtd 将来の成長Future 基準チェック /26Shanghai Baosight SoftwareLtd利益と収益がそれぞれ年間22.2%と14%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16% 22.1%なると予測されています。主要情報22.2%収益成長率22.08%EPS成長率Software 収益成長34.1%収益成長率14.0%将来の株主資本利益率16.04%アナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 31Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 361, Meipu Road, Baoshan District, Shanghai Chinaお知らせ • Mar 30Shanghai Baosight Software Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026お知らせ • Dec 26Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jun 30Shanghai Baosight Software Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Jun 24Shanghai Baosight Software Co.,Ltd.(SHSE:600845) dropped from Shanghai Stock Exchange 180 Value IndexShanghai Baosight Software Co.,Ltd removed from Shanghai Stock Exchange 180 Value Index.お知らせ • Apr 01Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai Chinaお知らせ • Mar 28Shanghai Baosight Software Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025お知らせ • Jan 22Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million.Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million on January 20, 2025. A cash consideration of CNY 24 million will be paid by Shanghai Shentong Metro Co.,Ltd. As part of consideration, CNY 24 million is paid towards common equity of Shanghai Metro Electronic Technology Co., Ltd. Upon completion, Shanghai Shentong Metro Co.,Ltd. will own 65% stake in Shanghai Metro Electronic Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.お知らせ • Dec 27Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 01, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 01, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥3.01b (down 4.1% from 3Q 2023). Net income: CN¥599.4m (down 16% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.51, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥32.99, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Software industry in China. Negligible returns to shareholders over past three years.お知らせ • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥3.35b (up 6.2% from 2Q 2023). Net income: CN¥741.2m (up 12% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Shanghai Baosight Software Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • Jun 06Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 77% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2022)Full year 2023 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2022). Revenue: CN¥12.9b (down 1.8% from FY 2022). Net income: CN¥2.55b (up 17% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai Chinaお知らせ • Mar 29Shanghai Baosight Software Co.,Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024お知らせ • Dec 29Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥3.14b (up 17% from 3Q 2022). Net income: CN¥709.4m (up 32% from 3Q 2022). Profit margin: 23% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.23 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥3.15b (up 28% from 2Q 2022). Net income: CN¥662.8m (up 24% from 2Q 2022). Profit margin: 21% (in line with 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Shanghai Baosight Software Co.,Ltd. to Report Q2, 2023 Results on Aug 19, 2023Shanghai Baosight Software Co.,Ltd. announced that they will report Q2, 2023 results at 3:00 PM, China Standard Time on Aug 19, 2023New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).Reported Earnings • Apr 06Full year 2022 earnings released: EPS: CN¥1.12 (vs CN¥0.94 in FY 2021)Full year 2022 results: EPS: CN¥1.12 (up from CN¥0.94 in FY 2021). Revenue: CN¥13.1b (up 12% from FY 2021). Net income: CN¥2.19b (up 20% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Apr 03Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be CN¥72.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.26 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥2.69b (down 4.2% from 3Q 2021). Net income: CN¥538.9m (up 9.9% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.27. Revenue: CN¥2.46b (down 9.9% from 2Q 2021). Net income: CN¥535.6m (up 1.2% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 41%, compared to a 32% growth forecast for the Software industry in China.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥2.50b (up 34% from 1Q 2021). Net income: CN¥455.0m (up 15% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.22 (up from CN¥0.88 in FY 2020). Revenue: CN¥1.18t (up CN¥1.17t from FY 2020). Net income: CN¥181.9b (up CN¥180.6b from FY 2020). Profit margin: 16% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Over the next year, revenue is expected to shrink by 99% compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.81b (up 23% from 3Q 2020). Net income: CN¥490.2m (up 58% from 3Q 2020). Profit margin: 18% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.74b (up 29% from 2Q 2020). Net income: CN¥529.1m (up 38% from 2Q 2020). Profit margin: 19% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥72.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 34x in the Software industry in China. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥101 per share.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥1.15 (vs CN¥0.78 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥9.52b (up 39% from FY 2019). Net income: CN¥1.30b (up 48% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 35% per year.Is New 90 Day High Low • Feb 26New 90-day low: CN¥57.07The company is down 5.0% from its price of CN¥59.98 on 27 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.37 per share.Is New 90 Day High Low • Nov 12New 90-day low: CN¥61.63The company is down 9.0% from its price of CN¥67.82 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.48 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.24b, up 120% from the prior year. Total revenue was CN¥8.03b over the last 12 months, up 27% from the prior year.Is New 90 Day High Low • Oct 23New 90-day low: CN¥61.94The company is down 12% from its price of CN¥70.49 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.81 per share.業績と収益の成長予測XSSC:600845 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202815,8652,226N/A2,274312/31/202715,3822,160N/A2,285412/31/202611,9201,457N/A1,64713/31/202611,0771,2429012,202N/A12/31/202510,9721,3058942,147N/A9/30/202510,9401,4334241,525N/A6/30/202511,6161,6479251,725N/A3/31/202512,7912,1201,0061,685N/A12/31/202413,6442,2651,2341,671N/A9/30/202413,8542,6132,2782,710N/A6/30/202413,9812,7232,4752,977N/A3/31/202413,7842,6442,2142,701N/A12/31/202312,9162,5542,2322,608N/A9/30/202314,3152,5271,9222,244N/A6/30/202313,8642,3571,7152,010N/A3/31/202313,1752,2301,5651,853N/A12/31/202213,1502,1862,2212,522N/A9/30/202212,0071,9331,9722,331N/A6/30/202211,8481,8691,8682,408N/A3/31/202212,2391,8701,9112,541N/A12/31/202111,7591,8191,1661,928N/A9/30/202111,6401,7749701,868N/A6/30/202111,6841,6201,1601,989N/A3/31/202110,9451,4681,1001,839N/A12/31/202010,2251,3389061,534N/A9/30/20208,3191,2518351,437N/A6/30/20207,4471,1455211,135N/A3/31/20206,74596648770N/A12/31/20196,849879N/A887N/A9/30/20196,304561N/A1,210N/A6/30/20196,101547N/A1,148N/A3/31/20196,207481N/A1,067N/A12/31/20185,819440N/A928N/A9/30/20185,621588N/A660N/A6/30/20185,266507N/A431N/A3/31/20184,843490N/A569N/A12/31/20174,776425N/A775N/A9/30/20174,556399N/A912N/A6/30/20174,273344N/A916N/A3/31/20174,057342N/A958N/A12/31/20163,960336N/A827N/A9/30/20163,792346N/A435N/A6/30/20164,053354N/A716N/A3/31/20163,993319N/A428N/A12/31/20153,938312N/A274N/A9/30/20154,215343N/A600N/A6/30/20154,081343N/A477N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 600845の予測収益成長率 (年間22.2% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600845の収益 ( 22.2% ) CN市場 ( 26.8% ) よりも低い成長が予測されています。高成長収益: 600845の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 600845の収益 ( 14% ) CN市場 ( 15.6% ) よりも低い成長が予測されています。高い収益成長: 600845の収益 ( 14% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 600845の 自己資本利益率 は、3年後には低くなると予測されています ( 16 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 16:01終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shanghai Baosight Software Co.,Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Zhihao WangChina International Capital Corporation LimitedYou You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Zhaohua WangEverbright Securities Co. Ltd.9 その他のアナリストを表示
お知らせ • Mar 31Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 361, Meipu Road, Baoshan District, Shanghai China
お知らせ • Mar 30Shanghai Baosight Software Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
お知らせ • Dec 26Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jun 30Shanghai Baosight Software Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Jun 24Shanghai Baosight Software Co.,Ltd.(SHSE:600845) dropped from Shanghai Stock Exchange 180 Value IndexShanghai Baosight Software Co.,Ltd removed from Shanghai Stock Exchange 180 Value Index.
お知らせ • Apr 01Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China
お知らせ • Mar 28Shanghai Baosight Software Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
お知らせ • Jan 22Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million.Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million on January 20, 2025. A cash consideration of CNY 24 million will be paid by Shanghai Shentong Metro Co.,Ltd. As part of consideration, CNY 24 million is paid towards common equity of Shanghai Metro Electronic Technology Co., Ltd. Upon completion, Shanghai Shentong Metro Co.,Ltd. will own 65% stake in Shanghai Metro Electronic Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.
お知らせ • Dec 27Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 01, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 01, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥3.01b (down 4.1% from 3Q 2023). Net income: CN¥599.4m (down 16% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥28.51, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥32.99, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Software industry in China. Negligible returns to shareholders over past three years.
お知らせ • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥3.35b (up 6.2% from 2Q 2023). Net income: CN¥741.2m (up 12% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Shanghai Baosight Software Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • Jun 06Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 77% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2022)Full year 2023 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2022). Revenue: CN¥12.9b (down 1.8% from FY 2022). Net income: CN¥2.55b (up 17% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China
お知らせ • Mar 29Shanghai Baosight Software Co.,Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Dec 29Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024
Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥3.14b (up 17% from 3Q 2022). Net income: CN¥709.4m (up 32% from 3Q 2022). Profit margin: 23% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.23 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥3.15b (up 28% from 2Q 2022). Net income: CN¥662.8m (up 24% from 2Q 2022). Profit margin: 21% (in line with 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Shanghai Baosight Software Co.,Ltd. to Report Q2, 2023 Results on Aug 19, 2023Shanghai Baosight Software Co.,Ltd. announced that they will report Q2, 2023 results at 3:00 PM, China Standard Time on Aug 19, 2023
New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: CN¥1.12 (vs CN¥0.94 in FY 2021)Full year 2022 results: EPS: CN¥1.12 (up from CN¥0.94 in FY 2021). Revenue: CN¥13.1b (up 12% from FY 2021). Net income: CN¥2.19b (up 20% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Apr 03Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be CN¥72.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.26 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥2.69b (down 4.2% from 3Q 2021). Net income: CN¥538.9m (up 9.9% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.27. Revenue: CN¥2.46b (down 9.9% from 2Q 2021). Net income: CN¥535.6m (up 1.2% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 41%, compared to a 32% growth forecast for the Software industry in China.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥2.50b (up 34% from 1Q 2021). Net income: CN¥455.0m (up 15% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.22 (up from CN¥0.88 in FY 2020). Revenue: CN¥1.18t (up CN¥1.17t from FY 2020). Net income: CN¥181.9b (up CN¥180.6b from FY 2020). Profit margin: 16% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Over the next year, revenue is expected to shrink by 99% compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.81b (up 23% from 3Q 2020). Net income: CN¥490.2m (up 58% from 3Q 2020). Profit margin: 18% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.74b (up 29% from 2Q 2020). Net income: CN¥529.1m (up 38% from 2Q 2020). Profit margin: 19% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥72.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 34x in the Software industry in China. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥101 per share.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥1.15 (vs CN¥0.78 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥9.52b (up 39% from FY 2019). Net income: CN¥1.30b (up 48% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 35% per year.
Is New 90 Day High Low • Feb 26New 90-day low: CN¥57.07The company is down 5.0% from its price of CN¥59.98 on 27 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.37 per share.
Is New 90 Day High Low • Nov 12New 90-day low: CN¥61.63The company is down 9.0% from its price of CN¥67.82 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.48 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.24b, up 120% from the prior year. Total revenue was CN¥8.03b over the last 12 months, up 27% from the prior year.
Is New 90 Day High Low • Oct 23New 90-day low: CN¥61.94The company is down 12% from its price of CN¥70.49 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.81 per share.